Filed May 19, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,213 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,065 | $88,083-9.1% | $164,813-51.4% | $74,495+7.5% |
| Participation rate | 92.1% | 73.0%+19.1pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 13.53% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,912 | $2,593+12.3% | $4,341-32.9% | $2,623+11.0% |
| Participant deferral / active EE | $5,909 | $4,498+31.4% | $6,031-2.0% | $4,346+36.0% |
| Admin fee / account holder | $355 | $2,234-84.1% | $12,690-97.2% | $1,942-81.7% |